Fee
Finance > Fee This screen is known as the Fee Welcome screen, and it displays a list of all active fees currently stored in your… Read More »Fee
Australian RTO software
AGD and Enrolments Tile
Marketing > Agent Dashboard > Enrolments Tile The Enrolment tile shows the total number of enrolments linked to the agent. The tile features a calendar… Read More »AGD and Enrolments Tile
Student Dashboard – Notes Icon
The Student Notes Icon provides access to a convenient pop-up window where you can easily manage notes for a student. Clicking the Edit icon for… Read More »Student Dashboard – Notes Icon
How to Upload/Change an applicant/student’s profile picture
To upload or change an applicant profile picture, you need to bring your cursor over the thumbnail of the picture, and the system will show To… Read More »How to Upload/Change an applicant/student’s profile picture
AGD and Applications Tile
Marketing > Agent Dashboard > Applications Tile Application Tile Overview In the Applications Tile, we show all the pending applications linked to the Agent. You… Read More »AGD and Applications Tile
Commission Templates
Marketing > Commission Templates Overview A commission template specifies the percentage amount that will be paid to the agent for their services. The Commission Template… Read More »Commission Templates
Agent Profile Tile
Marketing > Agent Dashboard > Agent Profile Tile This tile provides an overview of an agent’s basic information and offers various account management features. Users… Read More »Agent Profile Tile
Favourite/Most used Tile
Main Dashboard > Favourite/Most used Tile Overview The Favourite/Most Used Tile personalises the user experience by automatically highlighting frequently accessed menus, making it quicker and… Read More »Favourite/Most used Tile
Add/Edit Agent
Agent Dashboard > Agent Profile Tile > Edit Agent Details Icon Marketing Menu > Agent Listing screen > +Agent Button These screens will allow you… Read More »Add/Edit Agent
Agent Search
Marketing > Agent Dashboard > Search Agent This screen will allow you to search for an agent. You can simply type the agent name, Agent… Read More »Agent Search